Add an RFP package to an estimate manually

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Estimates in the Preconstruction section.
3. Select the estimate number or title from the list.
4. Select View Estimate.
5. Within the estimate, select the Bid Management tab.
6. Select Add / Import > Add Manually.
7. Optionally, update the From Contact.
8. Enter the RFP Package # and Title.
9. Optionally, update the Issue Date.

   The default value is today's date.

10. Optionally, enter the Bid Due Date and Time.
11. Optionally, enter the Work Scope, Inclusions, Exclusions, and Clarifications.
12. Select Next.
13. In the Add Vendors section, select one of the following Views from the dropdown:
    • Add From ITB - Bidding Only: Companies listed in the invitation to bid (ITB) with the status set to Bidding.
    • Add From Master List: All active companies and contacts listed in the Contact Management module.
    • Add From Bidder List: All active companies and contacts listed in the Contact Management module that have the Bidder List checkbox selected in their profile.
    • Add By Classification: All active companies and contacts listed in the Contact Management module that are categorized using a classification system, such as Company Types.
14. Optionally, use the Search field to filter the list.
15. Optionally, use the Distance Filter to narrow the list by proximity.
16. Select one or more company and contacts from the list.

    These vendors will be added to the package. Additional vendors can be added after the RFP Package is created.

17. Select Add & Next.

Next steps: Tag estimate items.